Magnite, Inc. (NASDAQ:MGNI) Given Average Rating of "Moderate Buy" by Brokerages
Magnite, Inc. (NASDAQ: MGNI) has received a consensus "Moderate Buy" rating from ten brokerages, with an average one-year price target of $27.00, significantly higher than its current trading price of around $12.21. Institutional ownership is high at 73.4%, with major firms like Vanguard and Capital Research increasing their stakes, despite a recent insider sale by Adam Lee Soroca. The company's stock shows volatility and is trading below its 50-day and 200-day moving averages.
Perion (PERI) Q4 Earnings: Real AI Turnaround… or Just Another Adtech Hype Cycle? 🤔📊
Perion's Q4 earnings showed strong growth in key metrics like contributuion ex-TAC and Adjusted EBITDA, outpacing headline revenue, driven by CTV, Digital Out-of-Home, and Retail Media segments. The company is positioning itself with an AI-driven "control system" above large DSPs, aiming for higher margins and increased switching costs. While the 2026 outlook is cautious, Perion boasts a strong cash position and buyback program, suggesting a high-upside, execution-dependent investment rather than a guaranteed winner.
Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
Omnicom (NYSE: OMC) has announced a significant capital return strategy, including a new $5 billion share repurchase program and the immediate execution of $2.5 billion in accelerated share repurchase (ASR) arrangements, funded by cash on hand. The initial delivery of ASR shares is expected by February 20, 2026, with final settlement by the end of Q2 2026. This move follows a period where the company's stock has faced muted or negative reactions despite positive strategic announcements and places the buyback near its 52-week low.
Are Wall Street Analysts Predicting The Trade Desk Stock Will Climb or Sink?
The Trade Desk (TTD) stock has underperformed significantly over the past year, declining 68.5% compared to the S&P 500's 11.9% rally, and saw a 33.5% drop in 2026. This underperformance is attributed to fears of AI disrupting traditional software and the sudden resignation of its CFO. Despite a "Moderate Buy" consensus from analysts, recent price target cuts reflect a conservative growth outlook and suggest continued volatility for the ad-tech stock.
Why Trade Desk Shares Are Trading Higher By 15%; Here Are 20 Stocks Moving Premarket
The Trade Desk, Inc. saw its shares jump 14.8% in pre-market trading after the announcement that it will replace ANSYS Inc. in the S&P 500 index. This news led to significant pre-market movements across various stocks, with some experiencing substantial gains and others declines. The article also provides a brief overview of Australian Oilseeds Holdings Limited, highlighting its focus on sustainable oilseed production.
Parker-Hannifin (NYSE:PH) Stock Unloaded Rep. Byron Donalds
Representative Byron Donalds sold between $1,001 and $15,000 worth of Parker-Hannifin stock from his IRA on January 8th, 2026. This comes as Parker-Hannifin recently beat earnings estimates, with EPS of $7.65 against an expected $7.11 and revenue up 9.1% year-over-year. Analysts maintain a "Moderate Buy" rating for the company, which also announced a quarterly dividend of $1.80.
13 Best Innovative Stocks to Buy According to Wall Street Analysts
Veracyte, Inc. (NASDAQ:VCYT) is highlighted as one of the best innovative stocks to buy, with a 28.38% analyst upside and 25 hedge fund holders. UBS reiterated its Buy rating with a $48 price target, following strong Q4 testing revenue that exceeded expectations due to higher average selling prices. The company's 2026 revenue projections also surpassed street expectations, and its maintained adjusted EBITDA margin of 25% (up from 21% in 2024) bodes well for its future.
Byron Donalds trades in Bitcoin, Howmet Aerospace, and The Trade Desk stocks
Congress member Byron Donalds (Florida's 19th congressional district) recently reported trading activities involving Bitcoin, Howmet Aerospace Inc., and The Trade Desk, Inc. - Class A stocks. These transactions, made through his Moran Wealth IRA, were valued between $1,001 and $15,000 for each security and were reported in January and February 2026. The article notes that while such political trading can offer insights, it should not be considered investment advice.
The Trade Desk (NASDAQ:TTD): A Prime Example of Quality Investing with the Caviar Cruise Screen
The article highlights The Trade Desk (NASDAQ:TTD) as a prime example of quality investing, utilizing the "Caviar Cruise" stock screen. TTD demonstrates strong financial health with high revenue and EBIT growth, excellent capital efficiency (ROICexgc of 25.37%), and a debt-free balance sheet. Its outstanding capacity to convert accounting profits into cash flow and leadership in the digital advertising sector solidify its position as a high-quality stock for long-term investors.
Perion Network (PERI) Just Got Wrecked: Is This Crash a Secret Buy Opportunity or Total Trap?
Perion Network's stock experienced a significant crash due to a brutal outlook shock in its search-ad business, making it a topic of intense discussion among investors. While some see it as a potential "oversold rebound" opportunity due to its current low valuation, others view it as a value trap given its dependence on search advertising and intense competition. The article warns that PERI is a high-risk, high-reward stock requiring thorough due diligence for investors considering it.
Adobe: The Best Time To Buy Is Often When It Is The Most Difficult (NASDAQ:ADBE)
Adobe's stock has experienced a significant drawdown, falling over 60% from its 2021 peak, presenting a potential buying opportunity despite current challenges. The author believes Adobe's customer base will remain sticky and highlights its expected double-digit revenue growth in 2026, net cash balance sheet, and double-digit free cash flow yield. With the current share price below $260.00, the author assigns a "Strong Buy" rating due to a highly asymmetric risk-reward ratio.
Cathie Wood’s ARK stock trades: Roblox, Bullish, and PagerDuty in focus
Cathie Wood's ARK ETFs made a series of strategic trades on February 10, 2026, focusing on significant purchases of Roblox (RBLX) and Bullish (BLSH), while divesting from PagerDuty (PD) and Pinterest (PINS). These moves illustrate ARK's ongoing strategy of investing in high-growth potential stocks and actively managing its portfolio through selective sales. Investors are closely monitoring these shifts in ARK's holdings.
Cathie Wood’s ARK adds Roblox stock, trims PagerDuty
Cathie Wood's ARK ETFs made significant portfolio adjustments on February 9, 2026. The funds notably increased their stake in Roblox Corp (NYSE:RBLX), acquiring over 145,000 shares, reflecting continued confidence in the gaming and metaverse sector. Conversely, ARK substantially reduced its holdings in PagerDuty Inc (NYSE:PD) by selling over 147,000 shares, aligning with previous divestments.
Principal Financial Group Inc. Acquires 369,345 Shares of The Trade Desk $TTD
Principal Financial Group Inc. significantly increased its stake in The Trade Desk (TTD) by 325.9% in Q3, acquiring 369,345 additional shares, bringing its total to 482,666 shares valued at approximately $23.7 million. The Trade Desk exceeded Q3 earnings and revenue estimates and announced a $500 million share repurchase program. Analysts currently have a consensus "Hold" rating for TTD with a target price of $63.91.
13 Best Revenue Growth Stocks to Buy Right Now
This article identifies Legend Biotech Corp (NASDAQ:LEGN) as one of the best revenue growth stocks. It details recent board changes, analyst rating adjustments, and preliminary sales figures for its multiple myeloma cell therapy, CARVYKTI. The author also subtly promotes checking out a report on an AI stock with 100x upside potential, suggesting it might be a better investment than LEGN for higher returns and limited downside.
The Trade Desk (NASDAQ:TTD): A Prime Example of Affordable Growth Investing
The Trade Desk (NASDAQ:TTD) is presented as a strong example of "affordable growth" investing due to its remarkable growth history, reasonable valuation, high profitability, and sound financial standing. The company demonstrates consistent double-digit revenue and EPS growth, a P/E ratio lower than the S&P 500 average, excellent margins, and a debt-free balance sheet. This combination makes TTD an attractive option for investors seeking a balance between growth potential and risk management.
Why Magnite (MGNI) Shares Are Trading Lower Today
Shares of Magnite (MGNI), a digital advertising platform, dropped significantly after industry bellwether Gartner reported disappointing fourth-quarter results, fueling broader market concerns about a slowdown in the IT services and consulting sector. Despite Magnite's decent operational results in a prior earnings report (revenue ahead of consensus, matching EPS, and strong adjusted EBITDA), the recent market reaction indicates a focus on widespread industry fears, including the potential impact of AI. The stock has been volatile, with a substantial year-to-date decline and a significant drop from its 52-week high.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 all fell after new AI models from Anthropic and OpenAI sparked concerns about autonomous agents cannibalizing traditional software. The market is aggressively repricing the software application layer, viewing specialized applications as potentially becoming mere features within frontier AI models. Despite the market overreaction, such price drops could present buying opportunities for high-quality stocks.
1 Profitable Stock for Long-Term Investors and 2 We Avoid
This article identifies one profitable stock, HEICO (HEI), as a strong buy for long-term investors due to its organic growth, robust earnings, and strong free cash flow. Conversely, it advises avoiding Honeywell (HON) and Privia Health (PRVA) due to concerns like lack of organic growth, declining operating margins, and poor free cash flow for Honeywell, and disadvantages due to size, poor free cash flow, and negative returns on capital for Privia Health. The author emphasizes that while profitability is essential, sustained growth and capital efficiency are key for long-term success.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 declined after new AI models from Anthropic and OpenAI raised concerns about autonomous agents challenging traditional software applications. The market is aggressively repricing the software application layer, viewing specialized applications as potentially becoming mere features within these advanced AI models. SentinelOne, for example, dropped 4.4% and has been particularly volatile, facing broader sectorwide sell-offs driven by AI impact concerns.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 experienced significant drops following the release of new AI models from Anthropic and OpenAI. Investors are concerned that these advanced AI agents could cannibalize traditional software applications and render current licensing models obsolete due to their ability to directly perform complex enterprise tasks. SentinelOne, in particular, has seen considerable volatility recently, with its stock trading well below its 52-week high.
Comscore Social Brand Survey Lift
This article details how Condé Nast Italy utilized a social-only premium activation and Comscore's Social Brand Survey Lift to enhance brand consideration for a beverage client in the competitive summer drinks market. The campaign, distributed across premium editorial brands, successfully shifted consumer perception, resulting in a 26 percentage point lift in brand consideration, demonstrating the impact of targeted social strategies.
Cathie Wood’s ARK sells Teradyne stock, buys AMD and Tesla
Cathie Wood's ARK Invest has strategically reallocated its portfolio, selling a significant number of Teradyne Inc. shares while increasing its holdings in Advanced Micro Devices Inc. and Tesla Inc. These moves indicate ARK's continued confidence in the semiconductor and electric vehicle sectors, alongside new investments in AI and biotechnology companies. The transactions reflect a tactical shift within ARK's ETFs, with investors closely watching the implications for its overall investment strategy.
Zeta Global, The Trade Desk, Wix, Salesforce, and Workday Shares Plummet, What You Need To Know
A number of technology and software stocks, including Zeta Global, The Trade Desk, Wix, Salesforce, and Workday, experienced significant drops in the afternoon trading session. This widespread sell-off was attributed to investor fears surrounding artificial intelligence disruption, particularly after AI company Anthropic released automation tools for the legal profession, causing a "basket-style reaction" across the broader software industry. The article highlights the impact on individual companies and views these price drops as potential buying opportunities for high-quality stocks.
Criteo S.A. (CRTO): A Bull Case Theory
This article summarizes a bullish thesis on Criteo S.A. (CRTO), highlighting the company's low valuation multiples despite its cash-generative advertising platform and aggressive capital return program. The thesis emphasizes CRTO's undervalued status due to market skepticism about its legacy Performance Media segment's reliance on third-party cookies, while its high-margin Retail Media business continues to grow and reduce dependency on such data.
Darden Restaurants, Inc. (DRI): A Bull Case Theory
This article summarizes a bullish thesis on Darden Restaurants, Inc. (DRI), highlighting its competitive advantages, operational excellence, and brand portfolio including Olive Garden and LongHorn Steakhouse. The thesis emphasizes Darden's scale benefits in navigating rising costs and its consistent performance, positioning it as a compelling investment despite a decrease in hedge fund holdings compared to the previous quarter. The article also briefly contrasts DRI with AI stocks that the author believes offer greater upside.
Atlatl Advisers LLC Takes $2.33 Million Position in Western Digital Corporation $WDC
Atlatl Advisers LLC has initiated a new position in Western Digital Corporation, acquiring 19,414 shares valued at approximately $2.33 million, representing 0.9% of its portfolio. This move follows Western Digital's strong Q2 earnings beat and upbeat Q3 guidance, driven by robust AI/data-center demand, which has also led to several analyst upgrades. Despite the positive financial news and analyst optimism, the stock experienced volatility and retraced initial gains due to profit-taking and concerns about being overbought.
Bank of New York Mellon Corp Buys 754,278 Shares of The Trade Desk $TTD
Bank of New York Mellon Corp increased its stake in The Trade Desk (NASDAQ:TTD) by 40.8% in the third quarter, acquiring an additional 754,278 shares and bringing its total holdings to over 2.6 million shares valued at $127.5 million. Other institutional investors also adjusted their positions, with hedge funds and institutional investors collectively owning 67.77% of the company's stock. Analysts have a mixed view on Trade Desk, with a consensus "Hold" rating and an average price target of $65.53, while the company recently authorized a $500 million stock buyback plan.
Lisanti Capital Growth LLC Sells 178,847 Shares of Magnite, Inc. $MGNI
Lisanti Capital Growth LLC significantly reduced its stake in Magnite, Inc. (NASDAQ:MGNI) by selling 178,847 shares, representing a 48.6% decrease, and now holds 189,168 shares valued at $4.12 million. Insider selling has also been observed, with 44,439 shares sold in the last 90 days. Despite this, Magnite reported better-than-expected revenue and earnings, maintaining an average analyst rating of "Moderate Buy" with a $27 price target.
SPY ETF Daily Update, 1/30/2026
The SPDR S&P 500 ETF Trust (SPY) is down 0.44% in pre-market trading, driven by a Technology sector sell-off and investor caution ahead of a Federal Reserve chair announcement. Despite this, TipRanks' ETF analyst consensus gives SPY a "Moderate Buy" rating with an implied upside potential of 17.71%. The ETF's Smart Score of eight suggests it is likely to outperform the broader market long-term.
Why California’s fight over ticket fraud has become a proxy war against Ticketmaster and Live Nation
California's proposed AB 1349 bill, aiming to ban speculative ticketing and increase penalties for fraud, has sparked a debate, with critics arguing it disproportionately benefits Ticketmaster and Live Nation by stifling secondary market competition. The bill seeks to protect consumers from fraudulent ticket sales like those experienced by Colorado firefighters Rick Balentine and Tim Cottrell, who were denied entry to an Eagles concert despite purchasing tickets on StubHub. Opponents of the bill contend that defining tickets as licenses and restricting resale options ultimately enhances Ticketmaster's market dominance, forcing fans back to the primary seller and its associated fees.
Quanta Services (PWR) Receives a Rating Update from a Top Analyst
Citi analyst Andrew Kaplowitz maintained a Buy rating on Quanta Services (PWR) with a price target of $540.00. This follows a similar Buy rating from Stifel Nicolaus with a $517.00 price target. The company reported strong quarterly revenues of $7.51 billion and a net profit of $339.42 million but shows negative insider sentiment with recent share sales.
BiomX stock jumps in premarket after SEC filing flags new 19.99% holder
BiomX (PHGE) stock surged in premarket trading after a Schedule 13D filing revealed Pyu Pyu Capital, LLC acquired a 19.99% stake through a $3.0 million private placement. The deal involves convertible preferred stock with a 15% dividend and warrants, necessitating a shareholder vote within 60 days to approve issuing more common stock and address potential dilution risks. Traders are watching for the stock's stability and the company's swift action on the mandated shareholder meeting and resale registration.
Analysts Reiterate Magnite Inc's (MGNI) Huge Upside
Analysts are reiterating a "Buy" rating for Magnite Inc (MGNI), highlighting a potential 153.08% upside to a $39 price target. The company's growth prospects were boosted by a new partnership with MNTN, which will expand advertising opportunities on connected TV and generate new revenue streams for publishers. Magnite, the world's largest independent sell-side advertising platform, enables publishers to monetize content across various platforms.
Bear of the Day: HubSpot (HUBS)
HubSpot (HUBS), a cloud-based CRM platform, faces significant challenges as AI disrupts the legacy software industry. Despite its established position and growth, concerns about cannibalization from a new low-cost product and a dramatic decline in stock performance indicate potential threats to its profit margins and subscription model. The article suggests that AI-driven alternatives offer faster and cheaper solutions, posing a fundamental threat to HubSpot's traditional business model.
Pyxis Tankers wields $52M cash, $45M loan for potential fleet growth
Pyxis Tankers has strengthened its financial position through recent loan refinancings, generating $9.9 million in net proceeds and reducing interest rates. The company now boasts $52.0 million in unrestricted cash and a $45.0 million committed loan facility, which it plans to use for fleet expansion. Additionally, Pyxis is actively repurchasing its common shares and has updated Q1 2026 chartering activities for its MR product tankers and dry bulk vessels, reflecting healthy market conditions despite some seasonal softness.
Magnite, Inc. $MGNI is Maestria Partners LLC's 5th Largest Position
Maestria Partners LLC has reduced its stake in Magnite, Inc. (NASDAQ:MGNI) by 20.4% in the third quarter, yet it remains their fifth-largest holding. Despite the reduction, Magnite constitutes about 7.9% of Maestria Partners' total holdings, with 1,141,171 shares valued at approximately $24.86 million. Magnite reported strong quarterly revenue of $179.49 million, exceeding estimates, and analysts project $0.33 EPS for the current year, while the stock holds a "Moderate Buy" consensus rating among analysts with an average price target of $27.
Akamai Technologies, Appian, and The Trade Desk Shares Skyrocket, What You Need To Know
Shares of Akamai Technologies, Appian, and The Trade Desk saw significant jumps following reports of easing geopolitical tensions in Greenland, which boosted overall investor sentiment. This relief rally led to a broader market upswing, with major indices rebounding as investors moved back into growth-oriented tech assets. The article also touches upon The Trade Desk's specific performance volatility and its previous rally due to positive trade news.
Rocket Lab’s Stock Implodes Alongside Its Neutron Rocket. Time to Sell?
Rocket Lab's stock tumbled after a Stage 1 tank for its Neutron rocket ruptured during qualification testing, further delaying its debut. This setback raises concerns about the company's ambitious market expansion goals and adds to previously forecasted timeline issues for the critical Neutron rocket. While the company maintains an optimistic long-term outlook, investors are advised to wait for a more favorable price point given the current uncertainties and high valuation.
Analysts Offer Insights on Communication Services Companies: Trade Desk (TTD), Meta Platforms (META) and Take-Two (TTWO)
Analysts have provided new ratings for several communication services companies. Bank of America Securities reiterated a Sell rating for Trade Desk (TTD), while UBS maintained a Buy rating for Meta Platforms (META) and Bank of America Securities also maintained a Buy rating for Take-Two (TTWO). These ratings include specific price targets and highlight the analysts' success rates and overall market consensus.
Analysts Offer Insights on Communication Services Companies: Trade Desk (TTD), Meta Platforms (META) and Take-Two (TTWO)
Analysts have provided new ratings for several Communication Services companies, including Trade Desk (TTD), Meta Platforms (META), and Take-Two (TTWO). Bank of America Securities reiterated a Sell rating on Trade Desk, while UBS maintained a Buy rating on Meta Platforms, and Bank of America Securities also maintained a Buy rating on Take-Two. The report details analyst consensus and price targets for each company.
Analysts Offer Insights on Communication Services Companies: Trade Desk (TTD), Meta Platforms (META) and Take-Two (TTWO)
This article provides analyst ratings for three communication services companies: Trade Desk (TTD), Meta Platforms (META), and Take-Two (TTWO). Bank of America Securities reiterated a Sell rating on Trade Desk, while UBS and Wells Fargo maintained Buy ratings on Meta Platforms. Take-Two also received a reiterated Buy rating from Bank of America Securities and Wells Fargo.
Analysts Offer Insights on Communication Services Companies: Trade Desk (TTD), Meta Platforms (META) and Take-Two (TTWO)
This article summarizes analyst ratings for three communication services companies: Trade Desk (TTD), Meta Platforms (META), and Take-Two (TTWO). Bank of America Securities reiterated a Sell rating on Trade Desk, while UBS reaffirmed a Buy rating on Meta Platforms with a significant price target. Bank of America Securities also maintained a Buy rating on Take-Two, with Wells Fargo concurring on a Buy rating for both Meta Platforms and Take-Two.
Comparing Trade Desk (NASDAQ:TTD) and Sunlands Technology Group (NYSE:STG)
This article compares Trade Desk (NASDAQ:TTD) and Sunlands Technology Group (NYSE:STG) across various financial metrics, including dividends, earnings, valuation, institutional ownership, risk, profitability, and analyst recommendations. Trade Desk generally outperforms Sunlands Technology Group in a majority of the compared factors. While Sunlands Technology Group is currently more affordable based on its lower price-to-earnings ratio, Trade Desk shows stronger institutional ownership, higher revenue, and more favorable analyst ratings.
TTD vs. MGNI: Which Ad-Tech Stock Is the Smarter Pick Now?
This article compares two ad-tech stocks, The Trade Desk (TTD) and Magnite (MGNI), highlighting their roles in the digital advertising ecosystem. It discusses their respective strengths, challenges, and financial performance, concluding that MGNI is currently a smarter pick based on Zacks Rank, despite both operating in a growing market facing macroeconomic and competitive pressures.
SPY ETF Daily Update, 1/20/2026
The SPDR S&P 500 ETF Trust (SPY) declined by 1.49% in pre-market trading, possibly influenced by President Donald Trump's comments on Greenland. Despite this, SPY has seen $997 million in net inflows over the past five trading days and holds a "Moderate Buy" rating with a target price suggesting a 16.83% upside. The ETF's Smart Score of eight indicates potential outperformance in the long term.
Price Over Earnings Overview: Trade Desk
Trade Desk Inc. (NASDAQ: TTD) is currently trading at $35.48, experiencing a monthly fall of 5.24% and a yearly decrease of 71.50%. The article discusses the company's Price-to-Earnings (P/E) ratio, noting it's lower than the Media industry's aggregate P/E of 82.54, which could suggest undervaluation or weak growth prospects. It emphasizes that while P/E is a valuable tool, it should be used cautiously and considered alongside other financial metrics and industry trends for informed investment decisions.
SPY ETF Daily Update, 1/19/2026
The SPDR S&P 500 ETF Trust (SPY) is down 0.04% over the past five days but has gained 1.42% year-to-date, closely tracking the S&P 500 Index. SPY has a "Moderate Buy" rating with an implied upside potential of 16.82%, based on TipRanks' ETF analyst consensus. The ETF has seen $6 billion in net inflows over the last five trading days, but hedge fund managers have decreased their holdings despite positive retail sentiment.
120,350 Shares in Magnite, Inc. $MGNI Bought by Nippon Life Global Investors Americas Inc.
Nippon Life Global Investors Americas Inc. initiated a new position in Magnite (NASDAQ: MGNI) during Q3, acquiring 120,350 shares valued at approximately $2.62 million. While institutional ownership of Magnite is high at 73.40%, insider selling has also been noted, with 49,439 shares sold in the last three months. Analysts maintain a "Moderate Buy" consensus rating for Magnite, with a target price of $27.00, despite varied price objectives from different firms.
Stephens Investment Management Group LLC Decreases Stock Position in Magnite, Inc. $MGNI
Stephens Investment Management Group LLC significantly reduced its stake in Magnite, Inc. (NASDAQ:MGNI) by 28.6% in the third quarter of 2025, selling 385,553 shares and now owning 0.68% of the company valued at $21 million. Despite this, Magnite reported strong Q3 revenue of $179.49 million, exceeding consensus, and an EPS of $0.20, matching estimates. Analysts currently rate Magnite as a "Moderate Buy" with an average price target of $27.00.
